Per Transaction Settings — UX & Copy Audit

✅

Scope: Full audit of all 11 sidebar tabs (General, Sales, Invoices, Products/Services, Product mapping, Taxes, Fees, Application Fees, Expenses, Payouts, Multicurrency) — Default transaction type. Screenshots, text content, LogRocket click data, and toggle/toast behavior captured live on demo.synderapp.com.

📊 LogRocket — Tab Usage (last 30 days)

868 unique users visited settings last month. Here's where they go once inside.

868

Unique users / month

↑ +7% vs prior period

~60

Unique users / day (avg)

Peak: 101 (Mar 4)

16,486

Total tab clicks tracked

Across all 10 sidebar tabs

Sales

#1 most-visited tab

3,619 clicks — 22% of all

📈 Tab click ranking

Sales

3,619

🔥 #1

Invoices

2,938

Products/Services

2,685

Taxes

1,853

Fees

1,701

Payouts

1,395

General

984

Expenses

622

Application Fees

450

Multicurrency

439

#10

⚠ Tab names may match elements elsewhere in the app; counts are directional. Sales + Invoices + Products/Services = 56% of all tab traffic.

🚨 Top 3 Critical Issues

🔥 On/Off vs Yes/No

Payouts tab uses Yes/No toggles while every other tab uses On/Off. One page, two toggle paradigms. Payouts is the 6th most-visited tab — thousands of users hit this inconsistency every month.

🔥 Stacking toasts

Toggling a single switch triggers 3 stacked toast notifications: "Success. Settings of organization successfully updated." shown three times simultaneously. Severe feedback noise — breaks trust and readability.

🔥 Recommended = Off

Auto-import and Auto-sync say "(recommended)" in their descriptions but ship as Off by default. Signals broken defaults at the exact moment users are configuring for the first time.

🗺️ What's in each tab

General #7

Auto-import, Auto-sync, skip duplicates, multi-currency, auto-archive, location, payments without invoices, balance reserve, timezone

Sales #1

Clearing account, payment method, posting date, QB doc numbers, customer name priority, generic customer, applied balance account, discounts, payment method mapping

Invoices #2

Apply payments to unpaid invoices, cancel sync on missing invoice, sync open invoices, sync zero invoices

Products/Services #3

Product name type, fallback product, search priority, missing product handling, product type, income/expense accounts, product name from description

Product mapping —

Manual product-to-account mapping table (no settings, just a mapper UI)

Taxes #4

Apply taxes toggle, default tax code dropdown, apply generic tax code toggle

Fees #5

Clearing account, vendor, category for Stripe fees

Application Fees #9

Clearing account, category — Stripe-specific application fees

Expenses #8

Clearing account, category, generic vendor toggle

Payouts #6

Process payouts Yes/No, transfer funds to account

Multicurrency #10

Instructional only — no controls. Directs users to Sales, Fees, Expenses tabs for currency config

🎯 UX Findings — Impact × Effort

20 findings. Fix in order. Green = do this sprint.

🟢

High Impact · Low Effort

Do this sprint

On/Off vs Yes/No toggle paradigm

Payouts tab uses "Yes/No" toggles; every other tab uses "On/Off." One settings page, two completely different toggle patterns. Change Payouts to On/Off — 1 line of code.

Payouts

Triple-stacking toast notifications

Toggling a single switch fires the same toast 3 times simultaneously: "Success. Settings of organization successfully updated." — shown triple-stacked. Should fire once, after save, with a shorter message.

All tabs

Trailing period on toggle label

"Process transactions in multiple currencies." — period at end of a toggle label. Looks like a bug. Remove the period.

General

"Recommended" settings ship as Off

Auto-import and Auto-sync say "(recommended)" in descriptions but default to Off. Either enable by default or remove "(recommended)" from the description and show it as a visual badge. Currently contradicts itself on first impression.

General

Auto-sync dependency invisible

Auto-sync only works if Auto-import is on — but there's no visual connection. Auto-sync toggle should be disabled/dimmed when Auto-import is Off, with an inline note: "Requires Auto-import to be enabled."

General

Toast copy is too long and repetitive

Current: "Success. Settings of organization successfully updated." — 7 words, redundant ("Success" + "successfully"). Should be: "Settings saved" (2 words, done).

All tabs

Clearing account description reused for Expenses

Fees, Application Fees, and Expenses tabs all say: "All synced transactions will be deposited here." — "deposited" is wrong for expenses (should be "recorded" or "posted"). Same copy block copy-pasted without adapting context.

Fees, App Fees, Expenses

Inconsistent info icons (ℹ️ vs ❓)

Some settings use ℹ️ icon, some use ❓. Same function — pick one and use it everywhere. Trivial to fix.

All tabs

">>" link arrows throughout

"Learn more >>", "Import historical data page>>", "Smart rules >>" — double chevrons are non-standard, look amateurish, and are inconsistently applied. Replace with single "→" throughout.

All tabs

"Syncs left : 925" has extra space

Global header shows "Syncs left : 925" — space before colon is a typo. Should be "Syncs left: 925".

Header

🔵

High Impact · Medium Effort

Next sprint

No first-time setup guidance

Ignat notes "default settings are almost never okay." Zero onboarding signal exists — no setup checklist, no recommended settings prompt, no "start here" banner. Sales is the #1 most-visited tab, suggesting users go there first. A setup flow with 3–5 key settings would dramatically reduce support load.

Page-level

No customization indicator on transaction type tabs

Adjustment, Chargeback, Invoice etc. tabs have no indication if they've been customized vs. inheriting from Default. Users don't know if their changes are active. Add a "Customized" badge to modified tabs; show "Using Default" for unmodified ones.

Top tab bar

"Create additional settings" is cryptic

Sounds like "add more setting fields" not "configure a new transaction type." Users don't understand this creates a new tab. Rename to "Add transaction type ▾" and add a tooltip: "Configure how a specific transaction type is handled differently from Default."

Top tab bar

Multicurrency tab has no controls

The Multicurrency tab is purely instructional — it says "go to Sales, Fees, Expenses tabs to configure." But it's the 10th sidebar tab, suggesting users expect to configure currencies here. At minimum, deep-link to the relevant controls. Ideally, surface the currency fields directly on this tab.

Multicurrency

Location name has no placeholder or validation

"Apply location" toggle is On by default but "Location name" dropdown shows no selection and no placeholder text. Users with the toggle On but no location selected will silently get no location applied. Needs: placeholder "Select a location…" + inline warning when toggle is On but no location is selected.

General

Taxes: Default tax code dropdown empty with no placeholder

"Default tax code" dropdown appears empty with no placeholder. Users can't tell if no tax code is selected intentionally or if they need to choose one. Add "No default tax code" as explicit empty state, or "Select a tax code…" as placeholder.

Taxes

Product mapping: Update button with nothing to update

Product mapping tab shows an "Update" button but has no editable settings on the page — only a "Map products" action. "Update" with nothing to update is confusing. Hide Update on this tab, or explain what it saves.

Product mapping

🟡

Medium Impact · Low Effort

Easy polish

Invoices: 4 toggles with no section grouping

Four toggles stacked flat with no subheadings. "Apply payments to unpaid invoices" and "Cancel sync on missing invoice" are logically related — group under "Invoice matching." "Sync open invoices" and "Sync zero invoices" are separate concerns.

Invoices

Taxes: Relationship between Default tax code and Apply generic tax code unclear

Users don't know if "Default tax code" dropdown and "Apply generic tax code" toggle work together or independently. Neither description explains the relationship. Add a clarifying note: "When Apply generic tax code is on, the Default tax code above is applied to all transactions."

Taxes

Fees vs Application Fees: No explanation of difference

"Fees" and "Application Fees" are adjacent tabs with nearly identical UI. No label explains that Application Fees is Stripe-specific (fees charged by platforms using Stripe Connect). Users can't tell them apart. Add a subtitle under "Application Fees": "Stripe Connect platforms only."

Sidebar

🟣

Medium Impact · High Effort

Roadmap

Settings search

With 11 tabs and dozens of settings, users can't find specific options. A search bar that highlights matching sections would be a major UX improvement for power users.

Roadmap

Quick-setup presets

"E-commerce seller", "SaaS subscription", "Service business" presets that pre-fill common settings. Reduces time-to-correct-config from 30+ minutes to under 5.

Roadmap

Copy settings between integrations

Users with multiple integrations need to replicate settings. "Apply to another integration" would prevent misconfiguration between Shopify + Stripe setups.

Roadmap

📐 Copy Strategy

A unified system. Apply to all 11 tabs. Once consistent, users build mental models faster.

💡

Core principle: Every description answers: What does Synder do when this is on? Why does it matter? — max 2 sentences. No preambles. No "from now on."

🏷️ Toggle Labels

Noun phrase or short verb phrase. No period at end.
Sentence case (capitalize first word only): Auto-import, Skip duplicate transactions
Max 5 words. Longer belongs in the description.
❌ Process transactions in multiple currencies.
✅ Multi-currency support
❌ Archive Pending transactions after set number of days
✅ Auto-archive pending transactions
❌ Skip synchronization of duplicated transactions
✅ Skip duplicate transactions

📋 Toggle Descriptions

Positive framing always: describe what happens when ON.
Structure: [What Synder does]. [Why it matters or what to watch out for.]
❌ Remove: If you enable this setting, / If enabled,
❌ Remove: from now on
❌ Remove: (recommended) from body — use a visual badge instead
✅ Start with Synder as subject: Synder automatically fetches…
For settings that disable something: When off, Synder skips…

🔗 Links

Always: Learn more → (single arrow, lowercase)
Internal nav: Import historical data →
❌ Import historical data page>>
❌ Smart rules >>
❌ Learn more >>
❌ here as a link label (accessibility anti-pattern)
✅ Learn how to enable multicurrency in QuickBooks →

🔤 Terminology — Lock These Down

Synder: Synder always, capitalized (not "the app", "App", "it", "the system")
Books: your books (generic term for any accounting company — not "your company", "your accounting")
Integration: your integration or the specific name (Stripe, Shopify)
Import: fetching data from integration into Synder
Sync (Synchronization): synchronizing data from Synder to books
Sync: the main action — synchronizing transactions to books
Smart Rules: Title Case, always (not "Smart rules", "smart rules")
Enable / Disable: standard verbs for toggling features (not "turn on", "turn off", "switch on/off")
Click: for UI elements (not "press", "tap")
Organization: main unit in Synder (has accounting company + integrations + subscription)

🔘 Toggle State Labels

Universal standard: On / Off — no exceptions
❌ Yes / No (Payouts tab currently — fix this)
The toggle state should reflect the current state, not an action
"On" = feature is active, "Off" = feature is inactive

🍞 Toast Messages

Fire once per save action. Current behavior: fires 3×.
✅ Success/enable/change: {Thing} {past participle}! — exclamation mark
✅ Settings updated! · Location tracking enabled!
✅ Disable: {Thing} disabled. — period, neutral tone
✅ Auto-import disabled.
❌ Error: Couldn't {verb} {noun}. — period, calm tone
❌ Couldn't save settings.
🚫 No "was successfully" — ever. It's filler.
🚫 Success. Settings of organization successfully updated. — redundant, too long

✍️ Sentence-Level Rules

No comma after "Please": ❌ Please, specify a category → ✅ Specify a category
No "press on" for UI interactions: ❌ press on Gear icon → ✅ click the gear icon. Use "click" for all UI elements; reserve "press" for keyboard shortcuts only.
Articles required: ❌ To configure account → ✅ To configure an account
No "simple" (patronizing): ❌ follow these simple steps → ✅ follow these steps
No "It is an option to": ❌ It is an option to assign a location → ✅ Tags each transaction with a location
Footer: standardize Terms of Service (Title Case, matches Privacy Policy)

📝 Page level

Settings from the page-level and global/structural elements

Element	Current Copy	Problems	Option A	Option B
Mode selector Top center	Label Select synchronization mode	Verbose. "Select" is implied by the control.	Label Synchronization mode	Label Sync mode
"How to change mode" Next to Summary radio	Link text How to change mode	Vague — which mode?	Link text How to switch to Per Transaction →	Link text Switch modes →
"Create additional settings" Top tab bar	Button ⚙ Create additional settings ▾	Sounds like adding form fields, not creating a new transaction type tab.	Button ⚙ Add transaction type ▾	Button + Configure transaction type ▾
Save success toast Fires 3× on single toggle	Toast Success. Settings of organization successfully updated.	🔴 Fires 3× simultaneously. "Successfully" redundant. Too long.	Toast Settings updated! Fix deduplication bug — fire once per save.	Toast Settings updated! Fix toast dedup bug — fire once per save.
Header: Syncs left Top bar, every page	Text Syncs left : 925	Space before colon.	Text Syncs left: 925	Text 925 syncs remaining
Footer: Terms of service Footer, every page	Text Terms of service	Sentence case. "Privacy Policy" next to it is Title Case.	Text Terms of Service	Text Terms of Service

📝 General

Settings from the General settings tab

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Auto-import Toggle	Label Auto-import Description If you enable this setting (recommended), from now on, Synder will fetch all data from your payment/integration. To get past data, please go to Import historical data page>>	"If you enable this setting" preamble "from now on" filler "payment/ecommerce" slash "page>>" bad link arrow "(recommended)" in text, not badge	Label Auto-import Recommended Description Synder automatically fetches all new data from your integration. For past data, use Import historical data →	Label Auto-import Recommended Description Synder automatically imports all new transactions from your integration. To import older transactions, use Import historical data →	Label Description
Auto-sync Toggle + error state	Label Auto-sync Description If enabled (recommended), from now on, all new transactions will be synced to your books automatically. If you disable Auto-import setting, Auto-sync won't work. Error (Auto-import OFF) Turn on auto-sync	"If enabled" preamble, "from now on" filler Dependency buried in description Error reads like a CTA, not status No mention of Auto-import as blocker	Label Auto-sync Recommended Description New transactions are automatically synced to your books. Requires Auto-import to be enabled. Error (Auto-import OFF) Auto-sync requires Auto-import to be enabled.	Label Auto-sync Recommended Description Synder automatically posts each imported transaction to your books. Requires Auto-import to be enabled. Error (Auto-import OFF) Auto-sync is disabled because Auto-import is off. Enable Auto-import ↑ to use Auto-sync.	Label Description Error (Auto-import OFF)
Skip duplicate transactions Toggle · Plan-gated	Label Skip synchronization of duplicated transactions Description If enabled, the already existing transactions in your books will be skipped in the synchronization. Upsell Upgrade to use	Label too long, "duplicated" wrong form "in your books" — should be "your books" "If enabled" preamble Upsell: no plan name, no link	Label Skip duplicate transactions Description Transactions already in your books won't be synced again. Upsell Duplicate detection is available on a higher plan. Upgrade plan →	Label Skip duplicate transactions Description Synder skips transactions that already exist in your books, preventing duplicate entries. Upsell Duplicate detection is available on a higher plan. Upgrade plan →	Label Description Upsell
Multi-currency support Toggle	Label Process transactions in multiple currencies. Description If disabled, Synder will only sync transactions matching your books home currency. Other transactions will be skipped.	🔴 Period at end of label Label is a sentence, not noun phrase Negative framing — describes Off state "accounting platform" → "your books"	Label Process transactions in multiple currencies Description Synder syncs transactions in all currencies. When off, only your home currency transactions are synced.	Label Multi-currency support Description Synder syncs transactions in all currencies. Disable to limit syncing to your books' home currency only.	Label Description
Auto-archive pending Toggle + sub-field	Label Archive Pending transactions after set number of days Description If enabled, Synder will automatically archive transactions that remain in Pending status for longer than the specified number of days. When enabled Number input: "Archive Pending transactions if they stay Pending for longer than ___ days after transaction date."	Label too long, inconsistent casing ("Pending") "If enabled" preamble Sub-field repeats label verbatim	Label Auto-archive pending transactions Description Automatically archives transactions that stay pending for more than the specified number of days. When enabled Archive pending transactions after ___ days	Label Auto-archive pending transactions Description Synder archives transactions stuck in pending after a set number of days. Keeps your transaction list clean. When enabled Archive transactions still pending after ___ days	Label Description When enabled
Apply location Toggle · Plan-gated	Label Apply location Description It is an option to assign a location to each transaction. Upsell This feature is available on higher plans. Upgrade plan	"It is an option to" — weak opener Upsell: "higher plans" vague, no link	Label Apply location Description Assigns a location to each synced transaction. Upsell Location tagging is available on a higher plan. Upgrade plan →	Label Apply location Description Tags each transaction with a location in your books. Useful for multi-location businesses. Upsell Location tagging is available on a higher plan. Upgrade plan →	Label Description Upsell
Payments without invoices Dropdown	Label Sync payments without invoices as Description Use this setting to post your Stripe payments not linked to invoices as Deposits or Sales Receipts. You can then apply deposits to invoices manually. Learn more >>	Label is a sentence fragment "Use this setting to" preamble Stripe-specific "Learn more >>" bad link	Label Unlinked payments: post as Description Post payments not linked to invoices as Deposits or Sales Receipts. Deposits can be applied to invoices manually. Learn more →	Label Payments without invoices Description Chooses how Synder posts payments without a matching invoice. Deposits can be matched to invoices manually later. Learn more →	Label Description
Balance Reserve account Dropdown	Label Balance Reserve account Description Stripe reserves are funds that Stripe withholds/returns from/to a seller's payouts for various reasons. Learn more >>	Label ambiguous "withholds/returns from/to" slash notation "various reasons" vague "Learn more >>" bad link	Label Stripe Reserve hold account Description Stripe reserves are funds Stripe withholds from or returns to seller payouts. Learn more →	Label Reserve fund account Description Stripe sometimes holds or returns portions of your payouts as a reserve. This account tracks those movements. Learn more →	Label Description
Timezone Dropdown	Label Timezone Description The imported transactions will be shown in the selected time zone. Make sure it matches the provider time zone for smooth reconciliation.	"Shown" misleading — affects dates "provider" vague	Label Timezone Description Transaction dates are recorded in this timezone. Match it to your integration's timezone for accurate reconciliation.	Label Timezone Description Sets the timezone for imported transaction dates. Should match your integration's timezone to avoid reconciliation mismatches.	Label Description
Xero only — not present in QBO
Auto-reconcile Xero transactions Xero Toggle	Label Auto-reconcile Xero transactions Description This feature allows you to automatically reconcile transactions that have been synced via Synder in your Xero accounting company.	"This feature allows you to" preamble "Xero accounting company" — awkward "that have been synced via Synder" → verbose	Label Auto-reconcile transactions Description Automatically reconciles Synder-synced transactions in Xero.	Label Auto-reconcile transactions Description When on, transactions synced by Synder are automatically reconciled in your Xero books.	Label Description

📝 Sales

Settings from the Sales settings tab — #1 most-visited (3,619 clicks/month)

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Clearing account Dropdown	Label Clearing account Description Clearing account represents the payment processor in your books. All synced transactions will be deposited here. Learn more >>	"Learn more >>" bad link style	Label Clearing account Description The clearing account represents your payment processor in your books. All synced transactions are posted here. Learn more →	Label Clearing account Description Synder posts all transactions through this clearing account, which represents your payment processor in your books. Learn more →	Label Description
Payment method Dropdown	Label Payment Method Description This Payment Method will be set for QuickBooks Sales Receipts, Refund Receipts, Payments and Expenses.	QB-specific, not platform-agnostic "This Payment Method will be set" passive	Label Payment method Description Sets the payment method on synced Sales Receipts, Refund Receipts, Payments, and Expenses.	Label Payment method Description Synder applies this payment method to all synced transactions in your books.	Label Description
Posting date Dropdown (Created / Balance)	Label Posting date Description Select posting date for transactions: Balance transaction date (recommended) - when the amount hits your Stripe balance, or Created date - when transaction is created in Stripe. Learn more	"Select" preamble Stripe-specific Dash instead of em-dash "Learn more" missing arrow	Label Posting date Description Balance date (recommended) = when funds hit your Stripe balance. Created date = when the transaction was created in Stripe. Learn more →	Label Posting date Description Controls when transactions are dated in your books. Balance date (recommended) posts when funds settle; Created date posts when the transaction originates. Learn more →	Label Description
QuickBooks Doc Numbers Toggle + error state	Label Enable QuickBooks Doc Numbers Description By enabling this configuration your transactions will follow the standard QuickBooks Doc Number sequence. Error (when ON) You should turn off custom transaction numbers in QuickBooks company. Please, go to Company Settings -> Sales -> Custom transaction numbers to disable this setting.	"Enable" verb in toggle label "By enabling this configuration" preamble Error: demanding tone, comma after "Please" Error: "->" arrows, no link to QBO	Label QuickBooks Doc Numbers Description Transactions follow the standard QuickBooks Doc Number sequence. Error (when ON) Custom transaction numbers must be disabled in QuickBooks first. Go to QuickBooks → Settings → Sales → Custom transaction numbers. Learn how →	Label QuickBooks doc number sequence Description Synder assigns sequential QuickBooks Doc Numbers to all synced transactions. Note: replaces Synder's transaction IDs, which may affect Deferred Revenue Reconciliation Report matching. Error (when ON) To use Synder's doc numbers, disable custom transaction numbers in QuickBooks: Settings → Sales → Custom transaction numbers → Off. Learn more →	Label Description Error (when ON)
Customer name search priority Collapsible / drag-drop	Label Customer name search priority Description Drag and drop the lines to set your custom order of fields to take a payer's name from.	"take a payer's name from" — awkward ending preposition	Label Customer name search priority Description Drag to reorder which fields Synder uses to find the customer's name.	Label Customer name search priority Description Sets the priority for finding a customer name. Synder checks fields in this order when matching transactions to customers.	Label Description
Generic customer QBO label Toggle + sub-field	Label (QBO) Apply generic customer Label (Xero) Generic customer Xero Description (both) It is an option to assign a generic customer instead of sending over each customer on sales transaction individually. When enabled (QBO) Generic customer input: "If the generic customer setting is 'ON', choose or type in a name to be used. All of your transactions will be synchronized under the default customer name." When enabled (Xero) Generic customer name field: "All of your sales transactions will be synchronized under the generic customer name."	"Apply" overloaded verb (also used in Apply location) "It is an option to" opener "sending over" informal Sub-field: "If the generic customer setting is 'ON'" redundant	Label Use generic customer name Description Uses a single generic customer name for all sales transactions instead of syncing each customer individually. When enabled Generic customer: "Select or enter a customer name. All transactions will be synced under this name."	Label Generic customer name Description Synder uses one generic customer name for all transactions instead of creating individual customer records for each sale. When enabled Generic customer: "Enter the default customer name for all synced transactions."	Label Description When enabled
Applied Balance Account Dropdown	Label Applied Balance Account Description Used to record Stripe customer applied balances when they reduce an invoice or payment total. Synder uses this account to create and map the 'Stripe applied balance' item.	Redundant — second sentence restates the first Stripe-specific	Label Applied Balance Account Description Records customer credits applied to reduce an invoice or payment total. Synder maps these to a 'Stripe applied balance' item in your books.	Label Applied Balance Account Description Tracks customer balance credits when they're applied to reduce invoices or payments. Synder creates a corresponding line item in your books.	Label Description
Sync discounts as products Toggle · Plan-gated	Label Sync discounts as products Description (QBO) Any discount will be synced as an additional product with default 'Stripe discount' name or discount name from the integration (if any). Description (Xero) Any discount will be synced as an additional product with default 'Shopify discount' name or discount name from the integration (if any). Xero Upsell This feature is available on higher plans. Upgrade plan	"if any" vague parenthetical "from the integration" — which one? Default name is platform-specific ("Stripe" vs "Shopify") — inconsistent Upsell shown as red text-danger — looks like error Upsell: no plan name, no link	Label Sync discounts as products Description Discounts are synced as a separate line item, using the discount name from your integration or the integration's default name if none is set. Upsell Discount syncing is available on a higher plan. Upgrade plan →	Label Sync discounts as products Description Synder adds each discount as a product line item. Uses the discount name from your integration, or a default name if none is set. Upsell Discount syncing is available on a higher plan. Upgrade plan →	Label Description Upsell
Payment method mapping Table	Label Payment method mapping Description (none)	No description — users don't know what mapping does	Label Payment method mapping Description Maps payment methods from your integration to your books.	Label Payment method mapping Description Match payment methods from your integration to the corresponding methods in your books. Synder uses this mapping for all synced transactions.	Label Description
Xero only — not present in QBO
Gift Card Liability Account Xero Dropdown · Gift cards section	Section header Gift cards settings Label Gift Card Liability Account Description Here you can set an account for gift cards and certificates. Please follow the guide for more details.	"Here you can set" preamble "Please follow the guide" — no link shown in copy "certificates" — are these the same as gift cards? Section header "Gift cards settings" → inconsistent case	Section header Gift cards Label Gift Card Liability Account Description Account used to track gift card and certificate balances in your books. Learn more →	Section header Gift cards Label Gift Card Liability Account Description Synder records gift card and certificate balances to this account. Learn more →	Section header Label Description
Sync only Payments/Deposits Xero Toggle	Label Sync only Payments/Deposits Description Use this setting to post your paid sales as Deposits instead of Sales Receipts or Invoices and Payments. You can then manually apply them to invoices. Learn more >>	"Payments/Deposits" slash in label "Use this setting to" preamble "paid sales" ambiguous "Learn more >>" bad link style	Label Sync as deposits only Description Posts all sales as Deposits instead of Sales Receipts or Invoices. Apply deposits to invoices manually in Xero. Learn more →	Label Post sales as deposits Description Synder posts paid sales as Deposits rather than Sales Receipts or Invoice Payments. You can then apply them to invoices manually. Learn more →	Label Description

📝 Sales → Refund subtab

Settings from the Refund transaction type tab (created via "Create additional settings" → Refund). Previously missing from audit — added from KB cross-reference.

🆕

New section: These 4 settings appear when users configure a Refund transaction type tab under Sales. They control how refund transactions are synced differently from the Default sales settings.

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Clearing account (Refund) Dropdown · Refund subtab	Label Clearing account Description Clearing account represents the payment processor in your books. All synced transactions will be deposited here. Learn more >>	"Deposited" wrong for refunds — refunds are withdrawals Same generic copy as Sales/Fees/Expenses "Learn more >>" bad link	Label Clearing account Description The clearing account for refund transactions. Refunds are posted here as Refund Receipts. Learn more →	Label Clearing account Description Synder records refund transactions through this clearing account. Defaults to the same account used for sales. Learn more →	Label Description
Use same customer as original Toggle · Refund subtab	Label Use same customer as in original transaction Description (none visible)	No description — users don't know what happens when off Label is long but functional	Label Use same customer as original transaction Description The Refund Receipt uses the same customer as the original sale. When off, Synder uses the customer from the refund transaction itself.	Label Match customer from original sale Description Synder links the refund to the same customer who made the original purchase. Keeps refunds traceable per customer.	Label Description
Use same income account as original Toggle · Refund subtab	Label Use the same income account as in the original transaction Description (none visible)	No description — users don't know what happens when off Label starts with "Use the" — articles inconsistent with other toggle labels	Label Use same income account as original transaction Description The refund posts to the same income account as the original sale. When off, Synder uses the default income account from Products/Services settings.	Label Match income account from original sale Description Synder posts the refund to the same income account as the original transaction. Keeps revenue adjustments in the correct account.	Label Description
Refund product Dropdown · Refund subtab	Label Refund product Description (none visible)	No description at all — what does this dropdown do? Users don't know when this applies vs. original product matching	Label Refund product Description The product or service item used on Refund Receipts. Defaults to the original transaction's product if available.	Label Refund product Description Synder uses this product on refund transactions when the original product can't be matched. Leave blank to use the product from the original sale.	Label Description

📝 Invoices

Settings from the Invoices settings tab — #2 most-visited (2,938 clicks/month)

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Apply payments to unpaid invoices Toggle	Label Apply payments to unpaid Invoice/Bill transactions Description Payment will be applied to the matching unpaid Invoice/Bill transaction.	"Invoice/Bill" slash inconsistency "Applied to" vague	Label Apply payments to unpaid invoices Description Synder matches incoming payments to unpaid invoices or bills.	Label Apply payments to unpaid invoices Description Synder automatically applies each payment to its matching open invoice or bill in your books.	Label Description
Cancel sync on missing invoice Toggle	Label Cancel sync if there is no matching open invoice found for a payment Description If you enable this setting, Synder will search across the existing invoices in your books and if the matching invoice doesn't exist, it will cancel synchronization.	Label is a full sentence — way too long for a toggle "If you enable this setting" preamble Long conditional sentence	Label Cancel sync on missing invoice Description Synder checks for a matching open invoice before syncing. If none is found, the transaction is not synced.	Label Require matching invoice to sync Description Synder blocks syncing for any payment that doesn't have a matching open invoice in your books. Use this to prevent unmatched payments from creating new records.	Label Description
Sync unpaid invoices Label differs Toggle	Label (QBO) Sync unpaid (open) invoices Label (Xero) Sync unpaid Shopify orders Xero Description (QBO) This setting allows you to sync open invoices with your books. Once received, the payment will be automatically attached to the corresponding invoice and the invoice will be marked as paid. Learn more >> Description (Xero) This setting allows you to sync open invoices with your accounting system. Please note that processing may take some time.	"This setting allows you to" preamble Subject switch mid-description "Learn more >>" bad link "books" → "your books"	Label Sync unpaid invoices Description Syncs open invoices to your books. When a payment arrives, it's automatically matched to the invoice and marked as paid. Learn more →	Label Sync unpaid invoices Description Synder syncs unpaid invoices to your books as open Accounts Receivable. When a matching payment arrives, the invoice is automatically marked as paid. Enables AR aging for outstanding invoices. Learn more →	Label Description
Sync zero invoices Toggle	Label Sync zero invoices Description Enable this setting to import and sync invoices where all line amounts are 0 and the totals are 0. Learn more >>	"Enable this setting to" preamble "all line amounts are 0 and totals are 0" redundant "Learn more >>" bad link	Label Sync zero invoices Description Imports and syncs invoices where all amounts are zero. Learn more →	Label Sync zero invoices Description Synder imports invoices with a total of $0. Useful for free trials, credit applications, and zero-dollar authorizations. Learn more →	Label Description
Xero only — not present in QBO
Sync sales transactions as Invoices Xero Toggle	Label Sync sales transactions as Invoices Description Enable this setting to sync sales transactions as Invoices, as opposed to Sales Receipts.	"Enable this setting to" preamble "as opposed to" — formal, wordy No guidance on when to use Invoices vs Sales Receipts	Label Sync sales as invoices Description Synder creates Invoices instead of Sales Receipts for sales transactions. Use when your workflow requires invoice-based billing.	Label Sync sales as invoices Description Sales transactions are synced as Invoices rather than Sales Receipts.	Label Description

📝 Products/Services

Settings from the Products/Services settings tab — #3 most-visited (2,685 clicks/month)

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Record transactions with… Inline radio	Label Record transactions with [Original/Common] product/service name and SKU (if any).	"product/service" slash notation "(if any)" feels like legal boilerplate	Label Record transactions using the [Original/Common] product or service name and SKU.	Label Use the [Original/Common] product name and SKU from your integration.
Missing product fallback Inline dropdown	Label If the original product is missing in the integration, use [Stripe product] instead.	No major issue — functional copy	Label If the original product is missing, use [Stripe product] instead.	Label When the product is missing from your integration, use [Stripe product] instead.
Product search info Static text	Text Synder will search for products in your books and automatically use them in transactions if found. Configure product search priority.	"your accounting" — should be "your books"	Text Synder searches for products in your books and automatically uses them in transactions. Configure product search priority.	Text Synder automatically matches products from your integration to your books. Configure product search priority →
Matching product not found Inline dropdown	Label If the matching product is NOT found in accounting [Create new product / Cancel synchronization].	"NOT" in caps looks like a system error "Cancel synchronization" verbose "in accounting" → "in your books"	Label If no matching product is found: [Create new product / Cancel sync]	Label When the product isn't found in your books: [Create new product / Cancel sync]
Created product type Structure differs Inline dropdowns	Label (QBO) Created product should be [Non-inventory/Service/Inventory] product with [income account] income, [expense account] expense account and original name/SKU (if any). Label (Xero) Created product should have [sales account] sales, [purchase account] purchase account and original name/SKU (if any). Xero Note Xero has no product type selector (Non-inventory/Service/Inventory). Uses sales + purchase accounts only. "should be" → "should have". Description (both) Matching works automatically based on the product name or SKU.	Label is an entire sentence with multiple embedded controls "(if any)" boilerplate Xero: "should have" vs QBO: "should be" — inconsistent verb for same concept Xero drops product type — no explanation in copy	Label (QBO) New products are created as [Non-inventory/Service/Inventory] with [income account] income and [expense account] expense account. Label (Xero) New products are created with [sales account] sales and [purchase account] purchase account. Description Matching works automatically based on the product name or SKU.	Label (QBO) Create as [Non-inventory/Service/Inventory] product with [income account] income and [expense account] expense account. Label (Xero) Create with [sales account] sales and [purchase account] purchase account. Description Synder matches products by name or SKU automatically.	Label Description
Product name from description Toggle	Label Get product name from a description of transaction or order Description When 'ON', Synder will be taking a product name from a description of transaction or order.	Label too long — verb phrase "will be taking" — awkward future progressive "'ON'" in quotes Description repeats the label	Label Use description as product name Description When on, Synder uses the transaction or order description as the product name.	Label Product name from description Description Synder reads the product name from the transaction or order description instead of using the product field.	Label Description
Xero only — not present in QBO
Inventory management Xero Toggle · Inventory section	Section header Inventory settings Label Inventory management Description You can configure the application to create inventory products in your books. Synder will create a new inventory product if no product with the same name or SKU exists in your books.	"You can configure the application to" — verbose preamble "the application" — should be "Synder" Second sentence repeats first with more detail Section header "Inventory settings" vs label "Inventory management" — redundant pairing	Section header Inventory Label Create inventory products Description Synder creates a new inventory product in Xero when no matching name or SKU is found.	Section header Inventory Label Auto-create inventory products Description When a product can't be matched by name or SKU, Synder creates a new inventory product in your books.	Section header Label Description

📝 Product mapping

Plan-gated tab — "This feature is available on higher plans. Upgrade plan"

ℹ️

Product mapping is available on a higher plan. The entire tab shows the upsell message for users on lower plans. When accessible, it shows: "If your product names match between your sales integration and your accounting integration, Synder will match them automatically. You can map your products here if you want to override this or if names don't match."

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Product mapping tab Product mapping page	Description If your product names match between your sales integration and your accounting integration, Synder will match them automatically. You can map your products here if you want to override this or if names don't match.	"integration" repeated "here" vague link	Description Synder automatically matches products by name between your integration and your books. Map products manually to override automatic matching or fix name mismatches.	Description Synder auto-matches products by name. Use this table to override matches or map products whose names differ between platforms.

📝 Taxes

Settings from the Taxes settings tab — #4 most-visited (1,853 clicks/month)

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Apply taxes Description differs Toggle + sub-fields	Label (both) Apply Taxes Description (QBO) Tax details of your transactions will be transferred over to your books, and QuickBooks will apply a tax code based on your Tax center settings. If you don't see any tax information imported to your books, have Synder apply taxes with Smart rules >> Description (Xero) (none visible — tooltip only) "If 'On', system tries to find a tax code and apply it, otherwise a tax amount is included in total amount only." Xero When enabled (QBO) Shows "Sales tax settings": Default tax code dropdown + Apply generic tax code toggle When enabled (Xero) Shows "Sales tax settings" with Apply generic tax code (conditional rows for Contains taxes / Does not contain taxes / Shipping) + separate "Expense tax settings" section. No Default tax code dropdown.	"Your books" ×2 QB-specific reference "Smart rules >>" bad link, wrong casing Sub-fields have zero descriptions	Label Apply taxes Description Tax details are synced to your books using your Tax Center settings. If taxes aren't appearing, apply them with Smart Rules → When enabled — Default tax code Applies the default tax code to all transactions that don't carry individual tax data. When enabled — Apply generic tax code Applies the Default tax code above to all transactions, overriding per-transaction tax data.	Label Apply taxes Description Synder transfers tax details to your books. If taxes aren't showing up, use Smart Rules to apply them automatically → When enabled — Default tax code Select a fallback tax code. Synder uses this when transactions don't include tax data. When enabled — Apply generic tax code Uses the Default tax code for all transactions. Enable when your transactions don't carry individual tax data from your integration.	Label Description When enabled When enabled — Default tax code When enabled — Apply generic tax code
Smart Rules link Bottom of Taxes tab	Link text Need more flexibility with tax settings? Build a Smart Rule >>	">>" bad link style "Smart Rule" singular vs plural elsewhere	Link text Need more flexibility? Build a Smart Rule →	Link text More complex tax rules? Use Smart Rules →
Xero only — not present in QBO
Marketplace Facilitator Tax Line Account Xero Dropdown · Taxes tab	Label Marketplace Facilitator Tax Line Account Description Synder accurately reflects taxes remitted by marketplaces on your behalf by recording tax data both in the sales and expense sections of your transactions. This setting allows you to specify an account which will be used for tracking marketplace facilitator tax.	"Synder accurately reflects" — opener with self-praise "on your behalf" wordy "by recording tax data both in the sales and expense sections" — complex clause "This setting allows you to specify" — preamble Label is a mouthful — 5 words, all capitalized	Label Marketplace facilitator tax account Description Account used to record taxes that marketplaces remit on your behalf. Synder applies this to both the sales and expense lines of each transaction.	Label Marketplace facilitator tax account Description Tracks marketplace-remitted taxes in your books. Synder records this tax in both the sales and expense sections of each transaction.	Label Description
Track marketplace facilitator tax as own payable Xero Toggle	Label Track marketplace facilitator tax as your own payable Description If you enable this setting, Synder will treat the taxes that are remitted by the marketplace on your behalf, as your own taxes payable in the sale and deduct them in the expense. If this setting is disabled (recommended), Synder will put them as line item into the sale and deduct them in the expense, so that your own tax payable liability is not affected.	"If you enable this setting" preamble (×2) Description is 2 sentences doing the same job "put them as line item" — awkward grammar "(recommended)" buried in prose, not a badge Label is 9 words	Label Treat marketplace tax as own liability Description When on: marketplace tax is recorded as your own tax payable. When off (recommended): tax appears as a line item in the sale without affecting your tax payable balance.	Label Record marketplace tax as your tax payable Description Off (recommended): Synder records marketplace-remitted tax as a line item — your tax payable liability is unaffected. On: tax is posted to your own tax payable account.	Label Description
Retail Delivery Fee Payable Account Xero Dropdown	Label Retail Delivery Fee Payable Account Description Used to create the 'Retail Delivery Fee' item when it is your liability. If the marketplace remits it on your behalf, Synder records it using the Marketplace Facilitator Tax Line Account. Learn more >>	"Used to create" — passive opener with no subject Cross-references another setting by full name — confusing "it" has ambiguous referent "Learn more >>" bad link	Label Retail delivery fee account Description Account used when the retail delivery fee is your own liability. If the marketplace remits it, Synder records it via the Marketplace Facilitator Tax account instead. Learn more →	Label Retail delivery fee account Description Tracks retail delivery fees you owe directly. When the marketplace remits the fee on your behalf, Synder uses the Marketplace Facilitator Tax account. Learn more →	Label Description
Apply generic tax code — Expenses Xero Toggle · Expense tax section	Section header Expense tax settings Label Apply generic tax code When enabled Conditional rows: "If transaction type is: Fee → [tax code] / Fee refund → [tax code]" Tooltip "This setting allows you to change existing tax info in the transaction, or apply tax if the original transaction does not contain it."	Section header "Expense tax settings" — parallel to "Sales tax settings" but label is identical "Apply generic tax code" in both — no visual differentiation Tooltip: "This setting allows you to" preamble Row labels "Fee" and "Fee refund" — no description of what these are	Section header Expense taxes Label Apply generic tax code to expenses Tooltip Overrides or adds tax codes on expense transactions when no tax data is present.	Section header Expense taxes Label Generic tax code for expenses Tooltip Apply or override tax codes on fee and refund transactions. Use when expense transactions lack tax data from your integration.	Section header Label Tooltip

📝 Fees

Settings from the Fees settings tab — #5 most-visited (1,701 clicks/month)

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Clearing account Dropdown · Fees tab	Label Clearing account Description Clearing account represents the payment processor in your books. All synced transactions will be deposited here. Learn more >>	🔴 "Deposited" wrong for fees Same copy reused from Sales without adapting "Learn more >>" bad link	Label Clearing account Description The clearing account represents your payment processor in your books. All fee transactions are recorded here. Learn more →	Label Clearing account Description Synder routes fee transactions through this clearing account, which represents your payment processor in your books. Learn more →	Label Description
Vendor / Fee supplier Label differs Dropdown · Fees tab	Label (QBO) Vendor Label (Xero) Fee supplier Xero Description (QBO) App will use this QuickBooks Vendor for Stripe fees. Select available vendor or type new one. Description (Xero) App will use this Xero Contact for Shopify fees. Select available supplier or type new one.	"App" as subject — should be "Synder" (both platforms) QBO: "QuickBooks Vendor" — platform-specific Xero: "Xero Contact" — platform-specific, but at least updated "Type new one" informal (both) Different label for same concept: "Vendor" vs "Fee supplier"	Label (QBO) Fee vendor Label (Xero) Fee supplier Description (QBO) Synder assigns this vendor to all fee transactions. Select an existing vendor or create a new one. Description (Xero) Synder assigns this supplier to all fee transactions. Select an existing contact or create a new one.	Label (QBO) Vendor Label (Xero) Fee supplier Description (QBO) The vendor used for all fee transactions in your books. Select an existing vendor or enter a new name. Description (Xero) The supplier contact used for all fee transactions in Xero. Select an existing contact or enter a new name.	Label Description
Category / Fee line account Label differs Dropdown · Fees tab	Label (QBO) Category Label (Xero) Fee line account Xero Description (QBO) Stripe fees are considered an expense. Please, specify a category to which Stripe fees will be applied. Description (Xero) Shopify fees are considered an expense. Please, specify a line account to which Shopify fees will be applied. Link (QBO only) Create Smart Rule to categorize Stripe fee automatically >>	Comma after "Please" (both) Passive voice "will be applied" (both) Label inconsistency: "Category" (QBO) vs "Fee line account" (Xero) — same field, different names Description is platform-specific (Stripe vs Shopify) — but integration name should be dynamic Link: missing "a" before Smart Rule (QBO) ">>" bad link	Label (QBO) Fee category Label (Xero) Fee line account Description (shared) Specify the expense account where fees from this integration are posted. Link Auto-categorize fees with Smart Rules →	Label (QBO) Category Label (Xero) Fee line account Description (shared) The account where Synder records fees as expenses in your books. Link Categorize fees automatically with Smart Rules →	Label Description Link

📝 Application Fees

Settings from the Application Fees settings tab — Stripe Connect platforms only (#9, 450 clicks/month)

🚫

QBO only. This tab does not exist in Xero. Xero users do not see Application Fees settings.

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Clearing account Dropdown · App Fees tab	Label Clearing account Description Clearing account represents the payment processor in your books. All synced transactions will be deposited here. Learn more >>	"Deposited" wrong for application fees Same copy as Sales/Fees	Label Clearing account Description The clearing account represents your payment processor in your books. Application fee transactions are recorded here. Learn more →	Label Clearing account Description Synder records application fee transactions through this clearing account. Learn more →	Label Description
Category Dropdown · App Fees tab	Label Category Description Stripe application fees are considered an expense. Please, specify a category to which Stripe application fees will be applied.	Comma after "Please" Same pattern as Fees tab No explanation of what application fees are	Label Category Description Specify the expense category for Stripe application fees.	Label Category Description Sets the expense category where Synder posts Stripe application fees. Application fees are charged by platforms using Stripe Connect.	Label Description

📝 Expenses

Settings from the Expenses settings tab (#8, 622 clicks/month)

🚫

QBO only. This tab does not exist in Xero. Xero users do not see Expenses settings.

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Clearing account Dropdown · Expenses tab	Label Clearing account Description Clearing account represents the payment processor in your books. All synced transactions will be deposited here. Learn more >>	🔴 "Deposited" wrong for expenses Copy-pasted from Sales without adapting "Learn more >>" bad link	Label Clearing account Description The clearing account represents your payment processor in your books. All expense transactions are recorded here. Learn more →	Label Clearing account Description Synder records expense transactions through this clearing account in your books. Learn more →	Label Description
Category Dropdown · Expenses tab	Label Category Description It specifies the category to which Stripe expenses are applied. Link Create Smart rule to categorize Stripe expenses automatically >>	"It" ambiguous subject "Applied" vague "Smart rule" lowercase r ">>" bad link	Label Category Description Specifies the expense category for Stripe expenses in your books. Link Auto-categorize expenses with Smart Rules →	Label Category Description Sets which expense category Synder uses when posting Stripe expense transactions. Link Categorize expenses automatically with Smart Rules →	Label Description Link
Generic vendor Toggle + sub-field	Label Generic Vendor Description Enable this option to assign a generic vendor to each transaction instead of sending over each vendor on expense transaction individually. (E.g. Vendor name: Stripe) When enabled Generic Vendor Name input (default: Stripe): "Choose or type in a name to be used. All of your transactions will be synchronized under the generic vendor name."	Inconsistent with "Apply generic customer" on Sales tab "Enable this option to" preamble "Sending over" informal "(E.g.)" in parentheses Sub-field: "Choose or type in" informal	Label Use generic vendor name Description Uses a single generic vendor name for all expense transactions instead of syncing individual vendors. E.g. "Stripe". When enabled Generic vendor name: "Select or enter the vendor name for all expense transactions."	Label Generic vendor name Description Synder uses one generic vendor name for all expense transactions instead of creating individual vendor records. For example, "Stripe." When enabled Generic vendor name: "Enter the default vendor name for all synced expense transactions."	Label Description When enabled

📝 Payouts

Settings from the Payouts settings tab (#6, 1,395 clicks/month) — critical Yes/No toggle inconsistency

Element	Current Copy	Problems	Option A	Option B	✅ Approved
Process payouts Toggle · Uses Yes/No	Label Process payouts — Yes / No Description If 'No' app won't receive and synchronize payouts.	🔴 Only tab using Yes/No — all others use On/Off "If 'No' app" reads as "no app" without comma "App" not "Synder" Negative framing	Label Process payouts — On / Off Description When on, Synder imports and syncs payout transactions.	Label Process payouts — On / Off Description Synder imports and posts payout transactions to your books. Disable to skip payout sync entirely.	Label Description
Transfer funds to Dropdown	Label Transfer Funds To Description App will transfer funds from sales bank account to this one for payout transactions.	"App" not "Synder" "Sales bank account" — undefined reference "This one" vague	Label Transfer funds to Description Synder transfers payout funds from your sales clearing account to this account.	Label Transfer funds to Description Sets the destination account for payout transfers. Synder moves payout funds from your sales clearing account to this account.	Label Description

📝 Multicurrency

Settings from the Multicurrency settings tab — instructional only (#10, 439 clicks/month)

🚫

QBO only. This tab does not exist in Xero. Xero users do not see the Multicurrency instructional tab.

Element	Current Copy	Problems	Option A	Option B
Intro paragraph Top of tab	Text Synder differentiates between your home currency (based on your company currency settings) and foreign currencies. Before you start syncing foreign currency transactions, make sure that multicurrency is enabled in your QuickBooks. Learn how to enable it here.	"here" as link label (accessibility) "your QuickBooks" informal/possessive	Text Synder supports multiple currencies. Make sure multicurrency is enabled in QuickBooks before syncing foreign currency transactions. Learn how to enable multicurrency →	Text Synder syncs transactions in your home currency and foreign currencies. Before syncing multi-currency transactions, enable multicurrency in QuickBooks. Learn how to enable it →
Step instruction header Before steps	Text To set up additional currencies follow these simple steps:	"simple" patronizing Missing comma before "follow"	Text To set up additional currencies, follow these steps:	Text Set up additional currencies:
Step 1	Step Go to Sales and press on Gear	"press on" → "click." Missing article "the" before Gear.	Step Go to Sales and click the gear icon (⚙)	Step Open the Sales tab and click the gear icon ⚙
Step 2	Step Choose currencies and Set up a Deposit account	"Set up" capitalized mid-sentence.	Step Choose currencies and set up a deposit account	Step Select currencies and configure a deposit account for each
Deposit account description In step illustration	Description QuickBooks Sales Receipts, Refund Receipt and Payments will be deposited to this account. To configure account in other currencies press on Gear icon.	"Refund Receipt" should be "Refund Receipts" (plural) Missing article "an" before "account" "press on Gear icon" → "click the gear icon"	Description Sales Receipts, Refund Receipts, and Payments are deposited to this account. To configure accounts in other currencies, click the gear icon ⚙.	Description Synder posts Sales Receipts, Refund Receipts, and Payments to this account. Click ⚙ to set up accounts for other currencies.
Step 3	Step Select Fee Bank/Credit account and Fee category	"Bank/Credit" slash notation	Step Select a fee bank or credit account and fee category	Step Choose the account and category for fees
Step 4	Step Choose Expense Bank/Credit account and Expense category	"Bank/Credit" slash notation	Step Choose an expense bank or credit account and expense category	Step Choose the account and category for expenses
Step 5	Step Save your changes by clicking on Update	"clicking on" → "clicking." Redundant instruction.	Step Click Update to save your changes	Step Click Update to save

🔄

Scope: Full comparison of Per Transaction Settings copy between QBO (Dasha Test Company) and Xero (Xero test org) — captured live on demo.synderapp.com, March 2026. Only setting labels, descriptions, and UI strings are compared — dropdown option lists excluded.

🗂️ Tab Structure

QBO has 11 sidebar tabs. Xero has 8. Three tabs are absent entirely.

Tab	QBO	Xero
General	✅ Present	✅ Present
Sales	✅ Present	✅ Present
Invoices	✅ Present	✅ Present
Products/Services	✅ Present	✅ Present
Product mapping	✅ Present	✅ Present
Taxes	✅ Present	✅ Present
Fees	✅ Present	✅ Present
Application Fees	✅ Present	❌ Missing
Expenses	✅ Present	❌ Missing
Payouts	✅ Present	✅ Present
Multicurrency	✅ Present	❌ Missing

📝 General — Diff

Setting	Status	QBO Copy	Xero Copy
Auto-import Toggle	Same	Label Auto-import Description If you enable this setting (recommended), from now on, Synder will fetch all data from your payment/ecommerce platform. To get past data, please go to Import historical data page>>	Label Auto-import Description If you enable this setting (recommended), from now on, Synder will fetch all data from your payment/ecommerce platform. To get past data, please go to Import historical data page>>
Auto-sync Toggle	Same	Label Auto-sync Description If enabled (recommended), from now on, all new transactions will be synced to your books automatically. If you disable Auto-import setting, Auto-sync won't work.	Label Auto-sync Description If enabled (recommended), from now on, all new transactions will be synced to your books automatically. If you disable Auto-import setting, Auto-sync won't work.
Skip duplicate transactions Toggle	Same	Skip synchronization of duplicated transactions — If enabled, the already existing transactions in your company will be skipped in the synchronization.	Skip synchronization of duplicated transactions — If enabled, the already existing transactions in your company will be skipped in the synchronization.
Multicurrency Toggle	Same	Process transactions in multiple currencies. — If disabled, Synder will only sync transactions matching your accounting platform home currency. Other transactions will be skipped.	Process transactions in multiple currencies. — If disabled, Synder will only sync transactions matching your accounting platform home currency. Other transactions will be skipped.
Archive Pending Toggle	Same	Archive Pending transactions after set number of days — If enabled, Synder will automatically archive transactions that remain in Pending status for longer than the specified number of days.	Archive Pending transactions after set number of days — If enabled, Synder will automatically archive transactions that remain in Pending status for longer than the specified number of days.
Timezone Dropdown	Same	The imported transactions will be shown in the selected time zone. Make sure it matches the provider time zone for smooth reconciliation.	The imported transactions will be shown in the selected time zone. Make sure it matches the provider time zone for smooth reconciliation.
Apply location Toggle · Plan-gated	QBO only	Apply location — It is an option to assign a location to each transaction. [Upgrade to use]	Not present
Sync payments without invoices as Radio buttons	QBO only	Label Sync payments without invoices as Options Sales receipts / Deposits Description Use this setting to post your Stripe payments not linked to invoices as Deposits or Sales Receipts. You can then apply deposits to invoices manually. Learn more >>	Not present
Balance Reserve account Dropdown	QBO only	Description Stripe reserves are funds that Stripe withholds/returns from/to a seller's payouts for various reasons. Learn more >>	Not present
Auto-reconcile Xero transactions Toggle	Xero only	Not present	Label Auto-reconcile Xero transactions Description This feature allows you to automatically reconcile transactions that have been synced via Synder in your Xero accounting company.

📝 Sales — Diff

Setting	Status	QBO Copy	Xero Copy
Clearing account Dropdown	Same	Clearing account represents the payment processor in your books. All synced transactions will be deposited here. Learn more >>	Clearing account represents the payment processor in your books. All synced transactions will be deposited here. Learn more >>
Generic customer toggle Toggle	Changed	Label Apply generic customer Description It is an option to assign a generic customer instead of sending over each customer on sales transaction individually.	Label Generic customer Description It is an option to assign a generic customer instead of sending over each customer on sales transaction individually.
Payment Method Dropdown	QBO only	Label Payment Method Description This Payment Method will be set for QuickBooks Sales Receipts, Refund Receipts, Payments and Expenses.	Not present
Posting date Radio buttons	QBO only	Label Posting date Options Created date / Balance date Description Select posting date for transactions: Balance transaction date (recommended) — when the amount hits your Stripe balance, or Created date — when transaction is created in Stripe. Learn more	Not present
QuickBooks Doc Numbers Toggle	QBO only	Label Enable QuickBooks Doc Numbers Description By enabling this configuration your transactions will follow the standard QuickBooks Doc Number sequence.	Not present
Customer name search priority Drag-and-drop list	QBO only	Customer name search priority — Drag and drop the lines to set your custom order of fields to take a payer's name from.	Not present
Applied Balance Account Dropdown	QBO only	Label Applied Balance Account	Not present
Generic customer name Text input	Xero only	Not present	Label Generic customer name Description All of your sales transactions will be synchronized under the generic customer name.
Gift Card Liability Account Dropdown (Gift cards section)	Xero only	Not present	Section header Gift cards settings Label Gift Card Liability Account Description Here you can set an account for gift cards and certificates. Please follow the guide for more details.
Sync discounts as products Toggle (Discounts section)	Xero only	Not present	Section header Discounts settings Label Sync discounts as products Description Any discount will be synced as an additional product with default "Shopify discount" name or discount name from the integration (if any).
Sync only Payments/Deposits Toggle	Xero only	Not present	Label Sync only Payments/Deposits Description Use this setting to post your paid sales as Deposits instead of Sales Receipts or Invoices and Payments. You can then manually apply them to invoices. Learn more >>

📝 Invoices — Diff

Setting	Status	QBO Copy	Xero Copy
Apply payments to unpaid invoices Toggle	Same	Apply payments to unpaid Invoice/Bill transactions — Payment will be applied to the matching unpaid Invoice/Bill transaction.	Apply payments to unpaid Invoice/Bill transactions — Payment will be applied to the matching unpaid Invoice/Bill transaction.
Cancel sync if no matching invoice Toggle	Same	Cancel sync if there is no matching open invoice found for a payment — If you enable this setting, Synder will search across the existing invoices in your books and if the matching invoice doesn't exist, it will cancel synchronization.	Cancel sync if there is no matching open invoice found for a payment — If you enable this setting, Synder will search across the existing invoices in your books and if the matching invoice doesn't exist, it will cancel synchronization.
Sync unpaid invoices Toggle	Changed	Label Sync unpaid (open) invoices Description This setting allows you to sync open invoices with your accounting system. Once received, the payment will be automatically attached to the corresponding invoice and the invoice will be marked as paid. Learn more >>	Label Sync unpaid Shopify orders Description This setting allows you to sync open invoices with your accounting system. Please note that processing may take some time.
Sync zero invoices Toggle	QBO only	Sync zero invoices — Enable this setting to import and sync invoices where all line amounts are 0 and the totals are 0. Learn more >>	Not present
Sync sales transactions as Invoices Toggle	Xero only	Not present	Label Sync sales transactions as Invoices Description Enable this setting to sync sales transactions as Invoices, as opposed to Sales Receipts.

📝 Products/Services — Diff

Setting	Status	QBO Copy	Xero Copy
Record transactions with Radio buttons	Same	Record transactions with Original / Common product/service name and SKU (if any).	Record transactions with Original / Common product/service name and SKU (if any).
Fallback product Dropdown	Same	If the original product is missing in the sales platform, use [product] instead.	If the original product is missing in the sales platform, use [product] instead.
Product search priority Link	Same	Synder will search for products in your accounting and automatically use them in transactions if found. Configure product search priority.	Synder will search for products in your accounting and automatically use them in transactions if found. Configure product search priority.
If product not found Radio buttons	Same	If the matching product is NOT found in accounting — Create new product / Cancel synchronization.	If the matching product is NOT found in accounting — Create new product / Cancel synchronization.
New product type & accounts Dropdowns	Changed	Copy Created product should be Non-inventory / Service / Inventory product with [income account] income, [COGS account] cost account and original name/SKU (if any). Note Includes product type selector (Non-inventory / Service / Inventory).	Copy Created product should have [sales account] sales, [purchase account] purchase account and original name/SKU (if any). Note No product type selector — Xero uses sales + purchase accounts only. Word "should be" → "should have".
Product matching note Inline text	Same	Matching works automatically based on the product name or SKU.	Matching works automatically based on the product name or SKU.
Inventory management Toggle (Inventory section)	Xero only	Not present	Section header Inventory settings Label Inventory management Description You can configure the application to create inventory products in your books. Synder will create a new inventory product if no product with the same name or SKU exists in your books.

📝 Taxes — Diff

Setting	Status	QBO Copy	Xero Copy
Apply Taxes Toggle	Changed	Label Apply Taxes Description Tax details of your transactions will be transferred over to your books, and QuickBooks will apply a tax code based on your Tax center settings. If you don't see any tax information imported to your books, have Synder apply taxes with Smart rules >>	Label Apply Taxes Description (none visible) Tooltip: "If 'On', system tries to find a tax code and apply it, otherwise a tax amount is included in total amount only."
Default tax code Dropdown	QBO only	Section header Sales tax settings Label Default tax code Note Dropdown lists percentage-based codes (e.g. 10.0%, 9.75%, California 8%)	Not present
Apply generic tax code (Sales) Toggle + conditional selectors	Changed	Section header Sales tax settings Label Apply generic tax code Note Simple dropdown. No conditional logic shown.	Section header Sales tax settings Label Apply generic tax code Conditional rows Apply to line items if transaction: Contains taxes / Does not contain taxes → [tax code selector] Apply to shipping amount if transaction: Contains shipping → [tax code selector] Note Much richer logic. Xero uses named codes (GST on Income 10%, GST Free, BAS Excluded) instead of percentages.
Expense tax settings Toggle + conditional selectors	Xero only	Not present	Section header Expense tax settings Label Apply generic tax code Conditional rows If transaction type is: Fee / Fee refund → [tax code selector]
Marketplace Facilitator Tax Line Account Dropdown	Xero only	Not present	Label Marketplace Facilitator Tax Line Account Description Synder accurately reflects taxes remitted by marketplaces on your behalf by recording tax data both in the sales and expense sections of your transactions. This setting allows you to specify an account which will be used for tracking marketplace facilitator tax.
Track marketplace facilitator tax as your own payable Toggle	Xero only	Not present	Label Track marketplace facilitator tax as your own payable Description If you enable this setting, Synder will treat the taxes that are remitted by the marketplace on your behalf, as your own taxes payable in the sale and deduct them in the expense. If this setting is disabled (recommended), Synder will put them as line item into the sale and deduct them in the expense, so that your own tax payable liability is not affected.
Retail Delivery Fee Payable Account Dropdown	Xero only	Not present	Label Retail Delivery Fee Payable Account Description Used to create the 'Retail Delivery Fee' item when it is your liability. If the marketplace remits it on your behalf, Synder records it using the Marketplace Facilitator Tax Line Account. Learn more >>

📝 Fees — Diff

Setting	Status	QBO Copy	Xero Copy
Clearing account Dropdown	Same	Clearing account represents the payment processor in your books. All synced transactions will be deposited here. Learn more >>	Clearing account represents the payment processor in your books. All synced transactions will be deposited here. Learn more >>
Vendor / Fee supplier Dropdown	Changed	Label Vendor Description App will use this QuickBooks Vendor for Stripe fees. Select available vendor or type new one.	Label Fee supplier Description App will use this Xero Contact for Shopify fees. Select available supplier or type new one.
Category / Fee line account Dropdown	Changed	Label Category Description (none)	Label Fee line account Description Shopify fees are considered an expense. Please, specify a line account to which Shopify fees will be applied.

📝 Payouts — Diff

Setting	Status	QBO Copy	Xero Copy
Process payouts Toggle (Yes/No)	Same	Process payouts — Yes / No — If 'No' app won't receive and synchronize payouts.	Process payouts — Yes / No — If 'No' app won't receive and synchronize payouts.
Transfer Funds To Dropdown	QBO only	Label Transfer Funds To Description App will transfer funds from sales bank account to this one for payout transactions.	Not present

🚫 Tabs absent in Xero

These 3 tabs exist in QBO but have no equivalent in the Xero settings.

Tab	QBO-only settings
Application Fees	Clearing account, Category — for Stripe-specific application fees (third-party platform fees)
Expenses	Clearing account, Category, Generic vendor toggle — for expense transactions from connected integrations
Multicurrency	Instructional tab only (no controls) — directs users to Sales/Fees/Expenses tabs. References "enable multicurrency in your QuickBooks."

📈 LogRocket Data

go.synder.com · Feb 11 – Mar 13, 2026 · 30-day window

868

Unique users / month

↑ +7% vs prior period

~60

Daily unique users avg

Range: 11–101/day

565

Settings button clicks

18.2 avg/day

16,486

Sidebar tab clicks total

All 10 tabs combined

🗂️ Tab rankings — full data

Rank	Tab	Clicks (30d)	Share	Priority signal
1	Sales	3,619	22%	Fix copy first
2	Invoices	2,938	18%	Long toggle labels critical
3	Products/Services	2,685	16%	Complex inline flows
4	Taxes	1,853	11%	Missing generic tax description
5	Fees	1,701	10%	"Please, specify" error
6	Payouts	1,395	8%	Yes/No toggle — fix now
7	General	984	6%	Landing tab — auto-loaded
8	Expenses	622	4%	Lower priority
9	Application Fees	450	3%	Niche use case
10	Multicurrency	439	3%	Instructional-only tab

💡 Key Takeaways

Sales + Invoices + Products = 56% of all tab traffic. Fix these three first.
General ranks #7 despite being the landing tab — users don't click it because they land there automatically. But the copy issues here are seen by everyone on first load.
Payouts ranks #6 with 1,395 clicks/month — the Yes/No toggle inconsistency is hitting a lot of users.
Settings usage growing 7–9% MoM — fixing issues now has compounding benefit as user base expands.

⚠️ Error & Warning Messages — Full Catalog

Every error, warning, validation, and upsell message found across Settings (per-transaction mode). Tested March 18, 2026.

🔥

Critical finding: The Update button is permanently blocked by a loading state that never resolves. 29 hidden spinners in the DOM prevent saving across ALL tabs. This is the #1 issue to fix.

Critical blocking bug

Distinct error messages

Upsell/gating messages

🔴 1. "Update unavailable" — Permanent Save Blocker

PopoverAll 11 tabs

"Update unavailable: wait until your settings page is loaded and try again."

Trigger

Clicking the Update button on any settings tab. The page embeds 29 hidden spinner elements (fa-spinner fa-spin) across form fields. A JS check blocks saves while any spinner exists in the DOM — but since the spinners' parent elements have class="hidden", they're invisible yet still counted. The loading state never resolves.

UX Impact

100% save failure rate — users can change any setting but never save
Message implies user should "wait" — but there's nothing to wait for
No timeout, no retry, no help link, no progress indicator
Appears as a small Bootstrap popover — easy to miss entirely
Users may think their settings did save and leave confused when nothing changes

Current Copy	Option A — Minimal	Option B — Full Rework	✅ Approved
Update unavailable: wait until your settings page is loaded and try again.	Settings are still loading. Please wait a moment and try again. Refresh page	Some settings haven't loaded yet. You can save what's ready now or refresh the page to reload everything.

Engineering fix: The JS check should count only visible spinners (check offsetParent !== null or parent visibility). The hidden spinners with class="hidden" parents should not block saves. Also add a 10-second timeout with a graceful fallback message.

🟠 2. "Turn on auto-sync" — Silent Dependency Block

Inline labelGeneral tab

"Turn on auto-sync"

Trigger

Toggle Auto-import to OFF. The Auto-sync On/Off toggle is replaced by this label. There's a .no-sync-title element that shows "Turn on auto-sync" — but it doesn't explain why Auto-sync is disabled or what to do about it.

UX Impact

Reads like a CTA button label, not a status explanation
Zero mention of Auto-import being the blocker
The original helper text ("If you disable Auto-import setting, Auto-sync won't work") disappears in this state
User can't connect the dots without scrolling up to check Auto-import

Current Copy	Option A	Option B	✅ Approved
Turn on auto-sync	Auto-sync requires Auto-import to be enabled.	Auto-sync is disabled because Auto-import is off. Enable Auto-import ↑ to use Auto-sync.

🟠 3 & 4. Inconsistent Upsell / Plan-Gating Messages

Inline upsellGeneral + Product mapping

GENERAL TAB → APPLY LOCATION

"Upgrade to use"

Next to toggle. No plan name. No price. No link to pricing.

PRODUCT MAPPING TAB

"This feature is available on higher plans. Upgrade plan"

Replaces entire tab. "Higher plans" is vague. Different wording than Apply location.

Where	Current Copy	Standardized Fix	✅ Approved
Apply location (General)	Upgrade to use	Available on a higher plan. Upgrade plan →
Product mapping (entire tab)	This feature is available on higher plans. Upgrade plan	Product mapping is available on a higher plan. Upgrade plan →

Pattern to standardize: Create one reusable upsell component: [Feature] is available on [Plan Name] and above. Upgrade plan → — use it everywhere a feature is plan-gated.

🟠 5. "Sync discounts as products" — Upsell Error on Toggle

Inline error (red text)Sales tab

"This feature is available on higher plans. Upgrade plan"

Trigger

Toggle Sync discounts as products to ON. Red text appears immediately below the toggle, same as Apply location upsell. The toggle is clickable but the feature is plan-gated.

UX Impact

Same vague upsell as Product mapping and Apply location — 3 places, 2 different messages
Shown as red text-danger — looks like a real error, not a plan upgrade prompt
Toggle still flips to ON visually, even though the feature won't work
"Upgrade plan" — no plan name, no link

Current Copy	Standardized Fix	✅ Approved
This feature is available on higher plans. Upgrade plan	Discount syncing is available on a higher plan. Upgrade plan →

🟠 6. QuickBooks Doc Numbers — Inline Warning on Toggle

Inline error (red text)Sales tab

"You should turn off custom transaction numbers in QuickBooks company. Please, go to Company Settings -> Sales -> Custom transaction numbers to disable this setting."

Trigger

Toggle Enable QuickBooks Doc Numbers to ON. The red text error appears immediately below the toggle — no save required. It persists even after toggling back off, visible on the Sales tab until page reload.

UX Impact

"You should turn off" — demanding tone, not helpful
"Please, go to Company Settings -> Sales ->" — unnecessary comma after Please, and uses -> arrows instead of breadcrumb-style navigation
Tells user to go to QBO but provides no link
User doesn't know if this blocks syncing or is just a recommendation
Error persists visually even after toggling back — confusing

Current Copy	Option A	Option B	✅ Approved
You should turn off custom transaction numbers in QuickBooks company. Please, go to Company Settings -> Sales -> Custom transaction numbers to disable this setting.	Custom transaction numbers must be disabled in QuickBooks first. Go to QuickBooks > Settings > Sales > Custom transaction numbers. Learn how →	To use Synder's doc numbers, disable custom transaction numbers in QuickBooks: Settings → Sales → Custom transaction numbers → Off. Open QuickBooks settings →

🟡 7. QuickBooks Classes Warning (Hidden in DOM)

Inline warningSales tab (hidden)

"Warning: The classes feature is enabled in QuickBooks, however, there are no actual classes found in your QuickBooks company. Please create the required classes in QuickBooks to proceed."

Trigger

Present in the DOM but hidden by default. Surfaced when QuickBooks has the "classes" feature enabled but no classes have been created. Found inside the Sales tab settings area with a spinner element.

UX Impact

"Classes" is QBO jargon — no explanation for non-accountants
"Please create the required classes" — no link, no instructions
"To proceed" — proceed with what? Saving? Syncing?
If surfaced, it blocks configuration without actionable guidance

Current Copy	Option A	Option B	✅ Approved
Warning: The classes feature is enabled in QuickBooks, however, there are no actual classes found in your QuickBooks company. Please create the required classes in QuickBooks to proceed.	QuickBooks Classes is enabled but no classes exist yet. Create classes in QuickBooks to continue. Learn how →	Your QuickBooks company has Classes enabled but none are set up yet. Create classes in QuickBooks → or disable Classes in QBO settings to continue syncing.

🟡 8. "Apply Taxes" — Helper Text Changes Between States

Helper text mismatchTaxes tab

WHEN ON (DEFAULT)

"Tax details of your transactions will be recorded as an additional product line in QuickBooks."

WHEN OFF

"Tax details of your transactions will be transferred over to your books, and QuickBooks will apply a tax code based on your Tax center settings. If you don't see any tax information imported to your books, have Synder apply taxes with Smart rules >>"

Problem: The helper text describes what happens when the setting is in its opposite state. When ON it says what happens when ON. When OFF it says what happens when OFF. This is actually correct behavior — but it's the only toggle in the entire settings page that does this. Every other toggle shows the same helper text regardless of state. This inconsistency is confusing.

State	Current Copy	Suggestion	✅ Approved
ON	Tax details of your transactions will be recorded as an additional product line in QuickBooks.	When enabled, Synder records tax details as a product line in QuickBooks. Learn more →
OFF	Tax details of your transactions will be transferred over to your books, and QuickBooks will apply a tax code based on your Tax center settings…	When disabled, QuickBooks applies tax codes from your Tax Center settings. Not seeing taxes? Try a Smart Rule.

🟡 9. "Process payouts" — Uses Yes/No Instead of On/Off

Toggle labelsPayouts tab

"If 'No' app won't receive and synchronize payouts."

What's happening

The Process payouts toggle uses Yes/No labels on the toggle buttons, while every other toggle in all 11 tabs uses On/Off. The helper text also references "No" instead of "disabled" or "off".

UX Impact

Inconsistent with 15+ other toggles that use On/Off
Helper says "If 'No' app" — also uses "app" instead of "Synder"
Two consistency issues in one line

Current Copy	Fix	✅ Approved
If "No" app won't receive and synchronize payouts.	When disabled, Synder won't import or sync payouts from this integration.

📋 Error Copy — Priority Action List

#	Error	Effort	Action
1	"Update unavailable" — save blocker		Fix JS spinner check to ignore hidden elements. Add 10s timeout + fallback. Rewrite copy.
2	"Turn on auto-sync" — no context	Very Low	Replace with dependency explanation. 5-min text change.
3	"Upgrade to use" — vague upsell	Low	Standardize: "[Feature] available on [Plan]. Upgrade plan →"
4	"Higher plans. Upgrade plan" — vague upsell	Low	Same standardized component as #3.
5	"Sync discounts" upsell — same vague message, red text	Very Low	Use same standardized upsell component as #3 and #4.
6	QBO Doc Numbers warning — harsh tone, no link	Very Low	Rewrite: neutral tone, add breadcrumb path, link to QBO settings.
7	QBO Classes warning — hidden, no guidance	Low	Add link to QBO class setup. Explain in plain English.
8	Apply Taxes helper — text changes per state (unique)	Low	Either make all toggles state-aware, or standardize to static text.
9	Process payouts — Yes/No + "app"	Very Low	Change toggle to On/Off, replace "app" with "Synder".

⚡

Quick wins: Items #2, #3, #4, #5, #6, and #9 are pure text changes — no engineering work beyond copy updates. Can be shipped in one PR. Six fixes, one commit.